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Dentgroup’s iShares S&P 500 Growth ETF IVW Stock Holding History

Dentgroup’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.86M Sell
23,202
-648
-3% -$79.3K 1.96% 13
2025
Q3 		$2.88M Sell
23,850
-38
-0.2% -$4.37K 1.86% 13
2025
Q2 		$2.63M Sell
23,888
-1,981
-8% -$196K 1.82% 14
2025
Q1 		$2.4M Buy
25,869
+5
+0% +$504 1.8% 13
2024
Q4 		$2.63M Buy
25,864
+149
+0.6% +$14.9K 2.01% 14
2024
Q3 		$2.46M Sell
25,715
-469
-2% -$43.3K 1.84% 16
2024
Q2 		$2.42M Sell
26,184
-2,108
-7% -$182K 1.95% 16
2024
Q1 		$2.39M Buy
28,292
+8,512
+43% +$684K 1.98% 13
2023
Q4 		$1.49M Sell
19,780
-10,289
-34% -$732K 1.32% 21
2023
Q3 		$2.06M Buy
30,069
+4,465
+17% +$316K 1.52% 20
2023
Q2 		$1.8M Buy
25,604
+4,511
+21% +$298K 1.3% 25
2023
Q1 		$1.35M Sell
21,093
-727
-3% -$44.4K 1.08% 28
2022
Q4 		$1.28M Buy
21,820
+6
+0% +$360 1.1% 30
2022
Q3 		$1.25M Buy
21,814
+242
+1% +$15.7K 1.25% 27
2022
Q2 		$1.3M Buy
21,572
+13,524
+168% +$895K 1.45% 22
2022
Q1 		$615K Sell
8,048
-3,056
-28% -$230K 0.59% 43
2021
Q4 		$929K Buy
+11,104
New +$895K 0.88% 34

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dentgroup's IVW Position: Q4 2025 in Review

Dentgroup reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.7% in Q4 2025, selling an estimated $79.3K and leaving 23,202 shares worth $2.86M. The position accounts for 1.96% of the portfolio, ranked #13.

Dentgroup first reported a position in IVW in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.88M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

  • Dentgroup held 23,202 shares of iShares S&P 500 Growth ETF worth $2.86M as of Q4 2025.
  • Dentgroup sold 648 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $79.3K.
  • iShares S&P 500 Growth ETF made up 1.96% of Dentgroup's portfolio in Q4 2025, its #13 holding.
  • Dentgroup first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Dentgroup's iShares S&P 500 Growth ETF position peaked at $2.88M in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.